Sunday, November 13, 2016
Interview with Thomas Hugger of Asia Frontier Capital
Vietnam is currently your top country position. I share the same optimism for the country due to its comparatively lower wages, stock market discount to emerging Asia, comparatively stronger trends of economic growth and favorable demographics. While the country's comparative advantage to emerging Asia is quite clear, what do you think some of the biggest threats from other frontier markets are moving forward? Do you foresee Vietnam always being your #1 frontier market choice?
Mr. Hugger is one of the people I like to follow regarding investing in frontier and emerging markets in Asia. He and his team are based in Asia and spend all of their time traveling around Asia getting the straight story on what is happening in Asia.